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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
851	Lockheed Martin Investment Management Bethesda, Maryland	$217M	-$21.9M	6	8.81%	Reduced
852	LLL Lynrock Lake LP Rye Brook, New York	$216M	+$69.6M	2	20.81%	Increased
853	IMC Chicago Chicago, Illinois	$216M	+$159M	13	0.12%	Increased
854	PHC Palidye Holdings (Caymans) Grand Cayman, Cayman Islands	$215M	+$246M	1	73.98%	New
855	Ameritas Investment Partners Lincoln, Nebraska	$215M	+$539K	22	7.4%	Increased
856	E.S. Barr & Co Lexington, Kentucky	$215M	-$2.73M	4	13.04%	Reduced
857	Bowen Hanes & Co Ponte Vedra Beach, Florida	$214M	+$7.56M	7	5.96%	Increased
858	Mar Vista Investment Partners Los Angeles, California	$214M	-$25.8M	5	17.59%	Reduced
859	GW&K Investment Management Boston, Massachusetts	$214M	-$1.48M	13	1.98%	Reduced
860	Jay A. Fishman Ltd Troy, Michigan	$214M	-$14.3M	5	23.36%	Reduced
861	Picton Mahoney Asset Management Toronto, Ontario, Canada	$214M	+$20.3M	15	3.68%	Increased
862	Shanda Asset Management Holdings Tortola,, British Virgin Islands	$213M	+$27.2M	2	13.05%	Increased
863	Parsons Capital Management Providence, Rhode Island	$213M	-$3.89M	6	11.63%	Reduced
864	Eisler Capital Management London, United Kingdom	$213M	+$199M	8	1.49%	Increased
865	Empire Life Investments Toronto, Ontario, Canada	$212M	-$2.88M	3	13.81%	Reduced
866	HighPoint Advisor Group Downers Grove, Illinois	$212M	+$1.13M	15	12.34%	Increased
867	SAI Systematic Alpha Investments Princeton, New Jersey	$212M	-$581	7	8.08%	Reduced
868	Anomaly Capital Management New York	$211M	-$73.8M	1	9.81%	Reduced
869	Fiduciary Management Inc Milwaukee, Wisconsin	$211M	-$8.61M	1	2.04%	Reduced
870	Traynor Capital Management Malvern, Pennsylvania	$210M	+$6.2M	5	17.73%	Increased
871	SFG Sather Financial Group Victoria, Texas	$210M	-$16.8M	4	13.74%	Reduced
872	Siemens Fonds Invest Munich, Germany	$210M	+$18.9M	16	14.45%	Increased
873	MMBG Investment Advisors Miami, Florida	$210M	+$8.68M	7	23.68%	Increased
874	JC Joho Capital New York	$209M	$0	1	36.07%	Maintained
875	Ingalls & Snyder LLC New York	$209M	-$616K	10	6.86%	Reduced